AI that works tirelessly so you don't have to.
Let Plansight's AI handle the manual work - from RFP creation to quote analysis to client presentations - so you can focus on what matters: winning and keeping more business.
Brokers save 8-10 hrs per Employer Renewal, on average
Eliminate manual data entry, compare quotes in seconds, build professional client presentations in minutes, collaborate in real time & more.
Carriers get more transparency & control around bidding & renewals
See the progress of your quotes, how you stack up against competitors, if your current clients are shopping around & more.
The only end-to-end RFP to Employer Presentation solution
Plansight has everything you need to quickly create, distribute & compare quotes – PLUS, the tools you need to present, customize & finalize your clients’ elections – all in a single, cloud-based system.
Why top insurance brokers & carriers choose Plansight for their RFP needs
Saves 8-10 hrs per Employer Renewal, on average
Quotes are automatically analyzed & formatted for you. No manual data entry.
Supports the entire RFP process
From creation and presentation to distribution, comparison, renewals & beyond.
Makes winning & retaining business faster & easier
With more competitive quotes, budgeting tools, features for faster renewals & more.
Creates a single system of record
Communicate & collaborate with your team in a shared, cloud-based workspace.
No restrictions
Plansight supports ALL carriers, insurance types, group sizes, or funding types.
White glove onboarding & support
Including migrating contacts, custom branding, personalized training & more.
Don’t just take our word for it
See what other brokers & carriers are saying about Plansight.
"With Plansight, I've saved countless hours on renewals. It's a game-changer for brokers!"
AS
Alexandra Smith
Senior Benefits Broker
"We've won more business with Plansight. It's efficient, effective, and incredibly profitable."
RP
Raj Patel
Agency Owner
"Seeing how we stack up against competitors has given us a competitive edge. Thank you, Plansight!"
DW
Derek Wang
Carrier Strategy Director
"No more manual work or duplicate steps. Plansight has streamlined our entire RFP process"
MO
Michael O'Brien
Carrier Relations Manager
"The real-time collaboration feature is a lifesaver. Our team has never been more in sync."
LT
Linda Torres
Brokerage Team Lead
"With Plansight, I've saved countless hours on renewals. It's a game-changer for brokers!"
AS
Alexandra Smith
Senior Benefits Broker
"Seeing how we stack up against competitors has given us a competitive edge. Thank you, Plansight!"
DW
Derek Wang
Carrier Strategy Director
"Seeing how we stack up against competitors has given us a competitive edge. Thank you, Plansight!"
DW
Derek Wang
Carrier Strategy Director
"No more manual work or duplicate steps. Plansight has streamlined our entire RFP process"
MO
Michael O'Brien
Carrier Relations Manager
"The real-time collaboration feature is a lifesaver. Our team has never been more in sync."
LT
Linda Torres
Brokerage Team Lead
"We've won more business with Plansight. It's efficient, effective, and incredibly profitable."
RP
Raj Patel
Agency Owner